Lead Automations
Automations at /crm/leads/automations let you define workflows that execute without manual intervention. Configure triggers that fire automatic actions to nurture prospects, notify your team, and move leads through the pipeline.
Predefined Templates
Fenicia includes ready-to-use templates covering the most common scenarios:
| Template | Trigger | Actions |
|---|---|---|
| Welcome lead | Lead created | Send welcome email + assign to salesperson |
| 48h follow-up | 48 hours without activity | Send reminder email + notify salesperson |
| Qualified lead | Stage changed to "Qualified" | Send SMS + create task for salesperson |
| Reactivation | 7 days inactive | Send special offer via email |
Tip
Templates are a starting point. You can duplicate them and customize each step according to your business needs.
Create a Custom Workflow
Select trigger
Define which event fires the automation. Choose from the available triggers (see table below).
Add conditions (optional)
Filter when it should execute. For example: only if the lead comes from Meta Ads, only if it has a "premium" tag, or only during business hours.
Define actions
Add one or more actions that will execute in sequence when the trigger fires and conditions are met.
Configure wait times
Between actions you can add pauses. For example: send email immediately, wait 2 days, send follow-up SMS.
Activate the workflow
Review the complete summary and activate the automation. You can pause it at any time.
Available Triggers
| Trigger | Description |
|---|---|
lead_created | A new lead is created in the system (manual, import, or integration) |
stage_changed | A lead changes stage in the pipeline |
time_based | A period passes without activity on the lead |
form_submitted | A web form connected to Fenicia is submitted |
email_opened | The lead opens an email sent from the platform |
Combining triggers
You can create multiple automations with different triggers that act on the same leads. Fenicia prevents duplicates: if a lead already received a specific action, it will not repeat.
Available Actions
| Action | Description |
|---|---|
| Send email | Send a personalized email with lead variables (name, company, etc.) |
| Send SMS | Send a text message to the lead's number |
| Internal notification | Notify a team member or Slack/Teams channel |
| Move stage | Automatically change the lead's pipeline stage |
| Assign user | Assign the lead to a specific salesperson or by rotation |
| Add tag | Add a tag to the lead for classification |
Execution Metrics
Each active automation shows performance metrics:
- Total executions: How many times the workflow has been triggered.
- Success rate: Percentage of executions completed without error.
- Actions executed: Breakdown of each action and its result.
- Leads affected: Number of unique leads that went through the workflow.
These metrics help you identify which automations are working and which need adjustments.
Best Practices
- Do not overwhelm: Limit automatic emails to 1-2 per week per lead to avoid spam flags.
- Personalize: Use available variables (name, company, source) to make messages feel personal.
- Measure and adjust: Review metrics weekly and deactivate workflows with low open rates.
- Timing: Configure send actions during business hours for better response rates.
Consent
Make sure you have the lead's consent for email and SMS communications. In Mexico, the Federal Data Protection Law requires a privacy notice and an opt-out option.
Next Steps
- Leads Overview to see leads affected by your automations.
- Sales Pipelines to configure the stages your triggers use.
- Lead Integrations to feed automations with new sources.